GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.07M
3
+$1.7M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.43M
5
TNET icon
TriNet
TNET
+$1.28M

Top Sells

1
+$2.57M
2
+$1.09M
3
+$785K
4
T icon
AT&T
T
+$736K
5
MLR icon
Miller Industries
MLR
+$656K

Sector Composition

1 Technology 20.05%
2 Industrials 13%
3 Financials 10.85%
4 Healthcare 9.28%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
261
-80
827
$3K ﹤0.01%
10
828
$3K ﹤0.01%
44
-93
829
$3K ﹤0.01%
75
830
$3K ﹤0.01%
100
831
$3K ﹤0.01%
1,170
832
$3K ﹤0.01%
575
833
$3K ﹤0.01%
+105
834
$3K ﹤0.01%
253
-195
835
$3K ﹤0.01%
+25
836
$3K ﹤0.01%
337
837
$3K ﹤0.01%
+39
838
$2K ﹤0.01%
120
839
$2K ﹤0.01%
40
840
$2K ﹤0.01%
60
841
$2K ﹤0.01%
100
842
$2K ﹤0.01%
+87
843
$2K ﹤0.01%
139
844
$2K ﹤0.01%
100
845
$2K ﹤0.01%
204
846
$2K ﹤0.01%
60
847
$2K ﹤0.01%
+200
848
$2K ﹤0.01%
35
849
$2K ﹤0.01%
138
850
$2K ﹤0.01%
111
32 33
34
35 36